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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AR | RA | APPROVED | 2022-07-15 |
| TX | RA | APPROVED | 2022-07-15 |
Branch Locations
2550 E State Hwy 121 Bldg 6, Lewisville, TX 75056 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | Fort Worth | TX | 10/2017 | 01/2018 |
| Unemployed | Flower Mound | TX | 05/2017 | 10/2017 |
| Ouachita Baptist University | Arkadelphia | AR | 08/2013 | 05/2017 |
| Axa Advisors, Llc | New York | NY | 02/2018 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 02/2018 | 07/2022 |
| Osaic Wealth, Inc, | Dallas | TX | 07/2022 | Present |
1) NFOCUS FINANCIAL PARTNERS POSITION: Financial Advisor NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 07/15/2022 ADDRESS: 17300 Dallas Pkwy, Ste. 3060, Dallas TX 75248, United States DESCRIPTION: Sales/marketing of securities, investment advisory and insurance products 2) NFOCUS FINANCIAL PARTNERS- FIXED INSURANCE POSITION: Agent NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 07/15/2022 ADDRESS: 17300 Dallas Pkwy, Ste 3060, Dallas TX 75248, United States DESCRIPTION: Sales/marketing of fixed annuities and non-variable insurance.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-03-02 |
| S63 | Uniform Securities Agent State Law Examination | 2017-11-28 |
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